Webcasts

January 13, 2022 - Noon - 1 pm CST REGISTER

Stay on the cutting edge of Texas tax developments. Attend this quarterly webinar to hear directly from attorneys and tax professionals. They will explain, in simple terms, the significant changes in Texas taxes that may affect you and your clients. Gordon Martens will be joined by guest speaker Bobby Bui. Bobby is a State and Local Tax (SALT) Managing Director in KPMG's Houston office specializing in State Fuel Excise Tax and SALT M&A matters. He has over 17 years of experience in state and local tax dealing with sales and use tax, income and franchise tax, property tax, and global VAT/GST.

Bobby Bui, Managing Director, State & Local Tax at KPMG LLP, will join Gordon Martens.

2022 Quarterly Update First Quarter

When: Noon to 1 p.m. (CT) on April 21, 2022.

Speaker Gordon Martens will be joined by guest speaker Chris Blackwell, Senior Manager, State & Local Tax at Deloitte.

This is one of four quarterly webcasts produced by TXCPA to help you stay on the cutting edge of Texas tax developments. Hear from speakers who try Texas franchise and sales tax cases in state court. Learn about the significant changes in Texas taxes that may affect you and your clients.

2022 Quarterly Update Second Quarter

When: Noon to 1 p.m. (CT) on July 14, 2022.

Speaker Gordon Martens will be joined by guest speaker Doug Sigel, Practice Group Leader for Sales & Use and Income Tax at Ryan Law

This is one of four quarterly webcasts produced by TXCPA to help you stay on the cutting edge of Texas tax developments. Hear from speakers who try Texas franchise and sales tax cases in state court. Learn about the significant changes in Texas taxes that may affect you and your clients.

January 14, 2021 Course Materials

April 8, 2021 Course Materials

July 8, 2021 Course Materials

October 14, 2021 Course Materials

Strategies in Handling and Challenging Texas Audits

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Join Gordon Martens, JD for a look at strategies in handling and challenging audits. Texas tax assessments can financially destroy viable businesses. Therefore, skillful representation and advice is crucial to minimizing audit assessments. This course discusses strategies for successfully representing clients facing Texas tax audits. First, we discuss how to address the pre-audit phase and analyze the initial reconciliations and controls auditors will perform. Second, we discuss techniques to apply during the audit itself, including tips on how to manage the on-site visit and to communicate with auditors. The course’s third phase addresses how best to challenge an adverse tax assessment. Finally, we discuss the mechanics of the oral hearing process and strategies that tax professionals and businesses employ to increase the likelihood of a favorable outcome.

Sales and Use Tax for the High-Tech Industry

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Join Jimmy Martens, CPA, JD for a discussion of tax issues in Texas with a particular focus on the high-tech industry. This course covers what you need to know about qualified research, internet sales, economic development agreements, and many other aspects of the technology industry. Mr. Martens also includes several court case examples that provide insights into the operator lease spectrum and deciding whether a particular item is a lease or a service. If you have questions about the tax impacts of sales vs licensing, qualified large data center exemptions, software modifications, and colocation services, this is the course for you.

Texas Sales Tax for the Construction Industry

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Attend this session with instructor Jimmy Martens to learn how the Texas sales tax rules apply to all aspects of residential and commercial construction work. He will address contract pricing issues (lump-sum v. separated), new construction, remodeling, repair and maintenance. He'll also cover issues arising with dedicated improvements, common areas, erosion control measures, and tax-exempt jobs. He’ll also discuss the TERP, motor vehicle sales tax, and motor fuels tax, along with ideas to minimize taxes. Mr. Martens is a trial and appellate attorney with Martens, Todd & Leonard in Austin, Texas. He limits his practice to resolving Texas sales tax and Texas franchise tax disputes. He is also the TXCPA state-wide instructor for the full-day Texas franchise tax and Texas sales tax courses.